A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the near term, it means we are likely to move out of the early cycle leadership toward mid-cycle which comes with a move up the quality curve, too. Running with the Bulls. At this point, the bullish narrative of a recovering/reopening economy…
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
Finom Group recognizes that a compilation of professional investment strategists and asset managers will benefit investors of all classifications....
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